Corundum Group, Inc.

RIASEC RegisteredEst. 1992

Total AUM

$1.7B

Discretionary

$1.7B

100% of AUM

Avg account

$3.4M

Accounts

495

Employees

Advisory reps

Firm details

Headquarters: Colorado Springs, Colorado
CRD number: 106490
Registered since: September 10, 1992
Website: corundumgroup.com
Custodians: RBC CAPITAL MARKETS, LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
Client types: Pooled Investment Vehicles59.03%
HNWI33.23%
Charitable Organizations5.02%
Corporations / Businesses1.86%
Individuals0.86%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Corundum Group, Inc. is an independent, corporate registered investment advisor that combines discretionary portfolio management with financial planning and pooled-vehicle oversight for both individuals/families and institutional clients. The firm acts as a capital allocator and sponsor/manager of pooled investment vehicles in addition to selecting third‑party advisers. Its advisory services include portfolio management for individual and small-business accounts, management of pooled investment vehicles, pension consulting, and selection of other advisers. Fee arrangements are flexible and include asset‑based fees, hourly and fixed fees, and performance‑linked compensation. Corundum does not identify as an active ESG investor.